EMFX: Carry and Domestic Fundamentals Rather Than the USD

Dopo 398 eventi macro rialzista passati, Yuan cinese (CNY per USD) si è mosso in mediana di +0,0% in 5 sedute (56% in rialzo; metà centrale da -0,3% a +0,5%), e di +0,0% in 20.

• 29 nov 2016FxWirePro: What else is appending impetus to USD/CNY appreciation than PBoC mechanism? Is it rate differentials and/or Trump factor? | EconoTimes-0,4%
• 5 mag 2022US Fed rate hike: how can China stem capital outflow and prop up the yuan? | South China Morning Post+1,7%
• 5 dic 2022Renminbi movements: it's more than the trade and current account - OMFIF-0,9%
• 22 lug 2024China stocks drop after party meeting, yuan falls on rate cuts - The Pound Hub-0,3%
• 4 giu 2023China's yuan may slip further to aid economic recovery - analysts+0,6%

Dopo 213 eventi macro ribassista passati, Real brasiliano (BRL per USD) si è mosso in mediana di -0,2% in 5 sedute (46% in rialzo; metà centrale da -1,5% a +0,9%), e di +0,2% in 20.

• 13 dic 2022Latam FX: Fiscal fundamentals | articles | ING THINK-0,5%
• 23 dic 2022USD/BRL: Fiscal fundamentals continue to be fragile – Rabobank: Analytics and Market news from 23 December 2022 15:34+2,3%
• 15 set 2025Latam FX Talking: Carry trade remains the dominant theme | articles | ING THINK-0,5%
• 25 apr 2026Goldman Cuts USD/BRL Outlook as Real Gains on Trade, Carry and Risk Appetite-0,9%
• 17 ott 2017BRL: Can flows pick up the baton from carry? – Deutsche Bank — Octa+1,5%